Washington, DC Blair Rd N.W. Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

2

Of 22,716 advisors across 10,432 offices

Location

7059 Blair Rd N.W., Suite 204

Washington DC 20012

Advisors at this office

2

Advisors at this office

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Joseph D

CFP®, ChFC®, Series 63, Series 65

Washington, DC

LPL Financial

Joseph Davis Jr. is a financial advisor at LPL Financial with 54 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at H. Beck, Inc. and his own firm, Davis Advisory Services, Inc. He is involved with The Living Capital Group in a non-variable insurance capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Glen J

Series 63, Series 66

Washington, DC

LPL Financial

Glen Jackson is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at H. Beck, Inc., Ic Advisory Services Inc., and The Investment Center Inc. In addition to advisory work, he is involved in term and permanent life insurance and disability insurance sales. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients nationwide through a network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, and provides access to model portfolios, third-party subadvisors, and various investment strategies.

College savings (529s, UTMA, etc.)
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